A Tax Reporting Best Practices
Use these best practices for Tax Reporting.
Best practices describe effective ways to use a feature. The following table provides links to the best practices mentioned in this guide.
Category | Best Practice For | See this Section |
---|---|---|
Creating Alternate Hierarchies | Working with shared hierarchies | Creating Shared Members |
Account Dimensions | Defining accounts | Defining Account Properties |
Entity Dimension | Defining Entity | Entity Dimension |
Movement Dimension | Defining Movement | Movement Dimension |
Dimension Hierarchies | Setting up dimension hierarchy levels | Working with Dimension Hierarchies Using the Navigator |
Tax Automation | Setting Equity Accounts | Creating Tax Automation Using Multiple Rule Combinations |
Working with Dimensions | Adding Jurisdiction and Currency members | Dimension Overview |
Custom Dimensions | Creating Custom dimensions based on your application (hybrid mode) need | Adding Custom Dimensions (Hybrid mode only) |
Loading Data | Importing the data file | Loading the Data Import File |
Foreign Exchange (FX) Rate | Entering foreign exchange rates - national and regional | |
Application Database | Working with the application database | Refreshing the Database |
Hybrid Mode | Migrating to Hybrid for enhanced performance | Updates Performed as Part of Hybrid Optimization |
Data Integration | Exporting Data | Best Practices for Data Integration |
Navigation Flow | Avoid excessive scrolling on the Home page and within cards and tabs | Navigation Flow Design Best Practices and Naming Considerations |
Using Member Formulas | Defining or editing member formulas in the Simplified dimension editor | Best Practices for Member Formulas |
Auditing Data | Maintaining audit tables | Viewing Audit Details |
Auditing Tasks | Working with audit tables | Viewing Task Manager and Supplemental Data Audit Details |
Monitoring Your Application | Monitoring your application to understand application usage | Working with Activity Reports and Access Logs |
Managing Applications | Deleting an application | Removing an Application |
Supplemental Data Manager Form Templates | Mapping supplemental data | Form Template Sections: Mapping Tab |
Task Manager Schedules | Overriding parameters when creating schedules from templates |
For additional information, refer to Troubleshooting EPM Cloud Issues in Oracle Enterprise Performance Management Cloud Operations Guide